build a business expense policy
Budget: $30 – $250 USD
I need an approx 2-3 page business expense policy (not travel policy) to include terms/rules around the following items (and more, depending on what is applicable to an expense policy for business). This is not a travel policy, it refers to misc. expenses incurred by employees working for a company (ie: marketing, local travel to the office, ...)
1. local remote travel = local employees who travel into a company's office
2. medical expenses (COVID tests, face masks, medicine, doctor visit) = must be client related expenses, requested and reimbursable by client
3. shipping and postage = mail visa documents, laptops, phones, charges
4. marketing equipment (microphones, lights, webcams) = to be pre-approved by the direct manager (can be very expensive)
5. cash withdrawals = no cash withdrawals will be reimbursed. atm fees are reimbursed for valid expenses
6. marketing events = require pre approval by the direct manager because the expenses are booked against the mkt budget
it should also include information on:
a. acceptable expenses = each expense should have a receipt, a description, the amount must match the receipt, ...
b. alcohol = not reimbursable on billable to client expense reports
c. deadline = target submission date of expense report: within 2 weeks of the expense effective date (=the date when services or products were delivered to buyer)
d. expense reimbursements are applicable only for travel, training and small personal misc (work from anywhere items). All major spends, subscriptions, subcontracting, consulting services, etc. must be purchased by finance.
1. local remote travel = local employees who travel into a company's office
2. medical expenses (COVID tests, face masks, medicine, doctor visit) = must be client related expenses, requested and reimbursable by client
3. shipping and postage = mail visa documents, laptops, phones, charges
4. marketing equipment (microphones, lights, webcams) = to be pre-approved by the direct manager (can be very expensive)
5. cash withdrawals = no cash withdrawals will be reimbursed. atm fees are reimbursed for valid expenses
6. marketing events = require pre approval by the direct manager because the expenses are booked against the mkt budget
it should also include information on:
a. acceptable expenses = each expense should have a receipt, a description, the amount must match the receipt, ...
b. alcohol = not reimbursable on billable to client expense reports
c. deadline = target submission date of expense report: within 2 weeks of the expense effective date (=the date when services or products were delivered to buyer)
d. expense reimbursements are applicable only for travel, training and small personal misc (work from anywhere items). All major spends, subscriptions, subcontracting, consulting services, etc. must be purchased by finance.